Jeff Thorsteinson Email & Phone Number
Vice President, Wealth Distribution @ HomeEquity Bank
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Jeff Thorsteinson Location
- Toronto, ON, CA
Jeff Thorsteinson Work
- Vice President, Wealth Distribution @ (November 2022 - Present)
- Vice President, Partnerships and Business Development @ (July 2021 - December 2022)
- Vice President and Head of Sales @ (January 2020 - August 2021)
- Vice President and Market Manager @ (July 2017 - January 2020)
- National Vice President, Specialized Lending @ (February 2014 - July 2017)
- Vice President, Sales Strategy and Operations, BMO Global Asset Management @ (August 2008 - February 2014)
- Senior Manager of Strategy @ (January 2006 - August 2008)
- Director - Direct Sales and Client Contact @ (September 2008 - January 2011)
Jeff Thorsteinson Education
- McMaster University
Masters, Economics (Economics)
1993-1994 - University of Guelph
Bachelor of Arts, Economics (Economics)
1987-1992
Jeff Thorsteinson Skills
- Strategy Development
- Sales Support
- Wealth Management
- Business Strategy
- Investments
- Mutual Funds
- Mergers
- Strategic Planning
- Business Planning
- Leadership
- Investment Strategies
- Mergers & Acquisitions
- Strategy
- Management
- Retirement Planning
- Marketing Strategy
- Asset Management
- Financial Planning
- Financial Advisory
- Finance
- Banking
- Relationship Management
- Portfolio Management
- Financial Services
- Financial Modeling
- Sales Management
- Sales
- Distribution Strategies
- Mergers and Acquisitions
- Microsoft Office
- Financial Analysis
- Business Development
- Account Management
Jeff Thorsteinson Summary
- Jeff Thorsteinson, based in Toronto, ON, CA, is currently a Vice President, Wealth Distribution at HomeEquity Bank. Jeff Thorsteinson brings experience from previous roles at Aviso Wealth, Purpose Investments, BMO Private Banking and BMO Financial Group. Jeff Thorsteinson holds a 1993 - 1994 Masters, Economics in Economics @ McMaster University. With a robust skill set that includes Strategy Development, Sales Support, Wealth Management, Business Strategy, Investments and more. Jeff Thorsteinson has 1 mobile phone numbers on RocketReach.
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